Practice Operations Officer
Practice Operations Officer
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Job Description
Operational Oversight & Accountability
Drive the firms operating rhythm ensuring that all practice deliverables client-facing internal and cross-functional are completed on time and to standard.
Translate strategic and service commitments into actionable tasks in Zoho; allocate and delegate responsibilities effectively.
Monitor progress across functions follow up on blockers and escalate missed deadlines or risks.
Ensure compliance with firm standards documentation requirements and regulatory obligations.
Promote a culture of accountability and continuous improvement across the practice.
Quality & Standards (Operational Oversight)
Ensure deliverables meet agreed operational standards of accuracy completeness and consistency confirming that technical reviews have been performed by the responsible team members.
Verify that outputs follow firm templates include required commentary and are client-ready before submission.
Act as gatekeeper for process discipline not technical accounting.
Systems & Process Management
Own and maintain the firms internal systems (Zoho Books Zoho People Zoho Projects/Tasks Analytics dashboards).
Draft update and enforce SOPs to standardize practice operations.
Introduce automation and AI-enabled tools to reduce manual work and improve efficiency.
Monitor system adoption and provide support or training where required.
Maintain oversight of documentation ensuring all processes are audit-ready and knowledge repositories are up to date.
Client Onboarding & Cross-Functional Coordination
Lead operational setup for new client engagements ensuring systems teams and resources are prepared before delivery begins.
Coordinate with service line leads to assign Analysts/Associates and align on responsibilities.
Ensure onboarding checklists templates and reporting structures are in place and communicated.
Act as the operational link between service delivery leadership and support functions to ensure smooth handovers.
Resource & Workforce Management
Track staff availability (leave absences workloads) and adjust allocations as needed to maintain delivery.
Support HR functions such as recruitment coordination onboarding and maintaining staff records with a focus on operational impact.
Anticipate resource gaps and advise leadership on staffing or process adjustments.
Reporting & Insight
Deliver a monthly Ops Snapshot to the Managing Principal covering:
Deadlines met/missed across all service lines.
Identified risks issues and escalation points.
Efficiency insights system usage and process improvement recommendations.
Provide ad-hoc reporting and analysis to support decision-making.
Continuous Improvement & Service Support
Identify trends bottlenecks or recurring issues and drive continuous improvement initiatives.
Support client service teams by resolving operational bottlenecks and ensuring a smooth client experience.
Uphold the highest standards of confidentiality and integrity in handling client staff and firm information.
Requirements
Qualifications & Experience
Bachelors degree in Business Administration Accounting or related discipline.
35 years experience in operations practice management or project coordination in a professional services environment.
Professional certifications (ACA PMP HR/Operations certifications) are an advantage.
Skills & Competencies
Strong leadership presence; able to hold team members accountable with authority and professionalism.
Excellent organizational and systems management skills.
Ability to coordinate multiple projects and competing deadlines simultaneously.
High digital fluency with proven ability to integrate AI and automation tools into workflows.
Process discipline with an eye for quality accuracy and consistency.
Risk-aware proactive and solutions-focused.
Strong communication skills for cross-functional coordination and reporting.
Service orientation and commitment to operational excellence.
Professional discretion and integrity in handling sensitive information.
Benefits
Benefits
Hybrid work setup (23 days in-office) for flexibility and collaboration.
Opportunity to lead and streamline operational processes across teams and service lines.
Access to the systems workflows and operational tools to manage and monitor practice operations.
Exposure to strategic decision-making and operational planning at the firm level.
Employment Type
Full Time
